VB vs OMFS

AVB

BOMFS

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$13,616VO · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.4%VB and OMFS

OMFS

Vanguard Morningstar Small-Cap ETF · $76.9BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+18.5%3 years · per year$16,641 · $15,800+16.5%

+5.9%5 years · per year$13,310 · $12,645+4.8%

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

1.28%12-mo yield$129 · $131 on $10k1.31%

−9.0%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins17.0%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · OMFS

0.2%TWST0.2%

0.1%TXG0.3%

0.1%FROG0.3%

0.1%BTSG0.2%

Held in common16.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs OMFS

Vanguard Morningstar Small-Cap

$13,310

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureVBOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.28%1.31%

5 years, per year+5.9%+4.8%

3 years, per year+18.5%+16.5%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y16.2%17.0%

5–0measures won
VB first

16.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, OMFS, VO

Today

16.4%most shared, VB and OMFS

VBOMFSVO

VB—16.4%2.5%

OMFS16.4%—0.0%

VO2.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

OMFS$131 − $39 = $92

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee